WEbinar

Transforming Client Services and Advisors’ Workflow Using AI With Mark Gilbert

June

10:00 am

PRESENTED BY

Zocks

Mark Gilbert, Co-founder and CEO of Zocks, discussed how advisors are changing how they work with AI on "The Customer Wins" podcast.

Speakers

Mark Gilbert

Co-Founder & CEO, Zocks

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What You'll See

[2:10] Mark Gilbert discusses how Zocks helps financial advisors automate time-consuming tasks
[6:24] How executive attitudes toward advisor support technology have evolved
[9:09] Managing the unpredictability of AI models in real-world applications
[10:09] Techniques Zocks uses to ensure AI-generated data is accurate and auditable
[13:27] Bridging client conversations with structured backend systems in financial services
[15:04] Mark talks about prioritizing real advisor needs over trendy AI features
[18:55] Key differences in building an AI-first company versus traditional software firms
[21:54] Challenges of encouraging AI adoption internally and among clients
[25:13] The role of venture capital in AI-driven company growth

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

WEbinar

June

10:00 am

PRESENTED BY

Zocks

Mark Gilbert, Co-founder and CEO of Zocks, discussed how advisors are changing how they work with AI on "The Customer Wins" podcast.

Speakers

Mark Gilbert

Co-Founder & CEO, Zocks

What You'll See:

[2:10] Mark Gilbert discusses how Zocks helps financial advisors automate time-consuming tasks
[6:24] How executive attitudes toward advisor support technology have evolved
[9:09] Managing the unpredictability of AI models in real-world applications
[10:09] Techniques Zocks uses to ensure AI-generated data is accurate and auditable
[13:27] Bridging client conversations with structured backend systems in financial services
[15:04] Mark talks about prioritizing real advisor needs over trendy AI features
[18:55] Key differences in building an AI-first company versus traditional software firms
[21:54] Challenges of encouraging AI adoption internally and among clients
[25:13] The role of venture capital in AI-driven company growth

WEbinar

Mark Gilbert, Co-founder and CEO of Zocks, discussed how advisors are changing how they work with AI on "The Customer Wins" podcast.

What You'll See

[2:10] Mark Gilbert discusses how Zocks helps financial advisors automate time-consuming tasks
[6:24] How executive attitudes toward advisor support technology have evolved
[9:09] Managing the unpredictability of AI models in real-world applications
[10:09] Techniques Zocks uses to ensure AI-generated data is accurate and auditable
[13:27] Bridging client conversations with structured backend systems in financial services
[15:04] Mark talks about prioritizing real advisor needs over trendy AI features
[18:55] Key differences in building an AI-first company versus traditional software firms
[21:54] Challenges of encouraging AI adoption internally and among clients
[25:13] The role of venture capital in AI-driven company growth

PRESENTED BY

Zocks

Speakers

Mark Gilbert

Co-Founder & CEO, Zocks